Planwiser Financial
Planwiser Financial is an SEC-registered mass-market adviser in Colorado Springs, CO with $169.1M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Planwiser Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331675, SEC 801-130873, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $169.1M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Colorado Springs, CO
- Employees
- 4
- Clients
- 224
- CRD
- 331675
- Ownership
- Top, Joel, Robert
How much AUM does Planwiser Financial have?
Planwiser Financial reported $169.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Planwiser Financial?
Disclosed owners and executives of Planwiser Financial include Top, Joel, Robert. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.